Hybrid Paraplanner to Financial Adviser: Lead Client Book

Recruit UK is seeking a Technical Paraplanner to join their Financial Planning firm in Hereford. This role offers a chance to manage an existing HNW client book while supporting with paraplanning duties.

As a Technical Paraplanner, you will be responsible for writing technical suitability reports, cashflow modelling, and attending client meetings. The ideal candidate will have a minimum Level 4 Diploma and extensive experience in a Paraplanning role.

Competitive salary, hybrid working, and excellent benefits including a discretionary bonus scheme and 25 days holiday are offered.

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